Partner & SR. Wealth Advisor · Osprey Private Wealth LLC
Mariette L. Campbell
CRD 3139675 · Named on Form ADV at one SEC-registered adviser
At a glance
Osprey Private Wealth LLC, an SEC-registered wealth manager based in New York, NY with $448 million in regulatory assets, lists Mariette L. Campbell on its Form ADV as Partner & SR. Wealth Advisor, a control person.
Firms and roles
- Osprey Private Wealth LLCPartner & SR. Wealth AdvisorWealth manager · New York, NY · $448M in regulatory assets
AtlasMembers
Mariette’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- John G. YoungmanCEO and CCO, Osprey Private Wealth LLC
- Constance F. RulandChief Operating Officer, Osprey Private Wealth LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mariette’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.